RWMG

Redwood Wealth Management Group Portfolio holdings

AUM $236M
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,199
New
Increased
Reduced
Closed

Top Buys

1
+$695K
2
+$475K
3
+$426K
4
CRWD icon
CrowdStrike
CRWD
+$294K
5
SILA
Sila Realty Trust
SILA
+$291K

Top Sells

1
+$140K
2
+$139K
3
+$125K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$73.5K
5
UBER icon
Uber
UBER
+$65.8K

Sector Composition

1 Technology 23.21%
2 Energy 10.46%
3 Healthcare 8.95%
4 Communication Services 8.34%
5 Financials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$60.4K 0.05%
+837
277
$58.6K 0.04%
+2,000
278
$58.5K 0.04%
+297
279
$58.4K 0.04%
+133
280
$57.7K 0.04%
+565
281
$56.7K 0.04%
+781
282
$56.7K 0.04%
+1,830
283
$56.4K 0.04%
+2,999
284
$55.8K 0.04%
+4,705
285
$54.6K 0.04%
+310
286
$54.2K 0.04%
+879
287
$54.1K 0.04%
+1,112
288
$53.3K 0.04%
+850
289
$53.2K 0.04%
+1,512
290
$53.1K 0.04%
+259
291
$53.1K 0.04%
+2,375
292
$53K 0.04%
+3,000
293
$52.9K 0.04%
+2,555
294
$52.6K 0.04%
+500
295
$52.6K 0.04%
+674
296
$52.2K 0.04%
+378
297
$51.6K 0.04%
+4,864
298
$51.2K 0.04%
+137
299
$51.1K 0.04%
+191
300
$51K 0.04%
+370
10 11
12
13 14